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Quotations

Create and Convert Quotations in SalePro

A quotation does not change stock, dues, or accounting until it is converted into a validated transaction.

Create a quotation with the party, products, prices, tax, discount, and validity details. Send or print it for approval. When accepted, use the provided conversion action and re-check the warehouse, stock, currency, tax, and payment details in the target sale or purchase.

The quotation itself has no stock, due, or General Ledger effect. Deleting a quotation does not reverse a sale or purchase already created from it.

Sales Create Sales, Credit Sales, Payments, and Installments in SalePro

A completed sale consumes warehouse stock and creates revenue and customer balance effects; payments are separate reversible records.

Read guide Purchasing Create Purchases, Pay Suppliers, and Record Purchase Returns in SalePro

A purchase receives stock into one warehouse and creates a supplier payable; payments and returns change that payable through separate controlled workflows.

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